Jobs / Sales and marketing / 41-3021.00

Insurance Sales Agents

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

US jobs
479,100
Median wage
$62,280 a year
Job family
Sales and marketing

Can agents do the work of insurance sales agents?

We read the evidence at the level of the job family, Sales and marketing:

  • Task levelPartialOne benchmark, from 2025. On Salesforce's CRMArena-Pro, which tests sales, service, and configure-price-quote requests inside a CRM, the best recorded agent succeeds on 58.3% of single-turn tasks and on fewer multi-turn tasks (Gemini 2.5 Pro, May 2025). No newer results are published.
  • Project levelPartialOnly adjacent evidence. GDPval includes sales managers among its 44 occupations. OpenAI reports that GPT-5.5's deliverables won or tied against professionals' work in 84.9% of comparisons across all occupations. No benchmark in our collection tests running a campaign or a sales pipeline over weeks.

Benchmarks for the job family

These cover work in sales and marketing, not always this occupation's tasks.

  • CRMArena-Proby Salesforce AI ResearchTask level · Single-turn task success (B2C org)
    58.3%gemini-2.5-pro (ReAct) · 24 May 2025
    Emerging
  • GDPvalby OpenAIProject level · Wins plus ties against experts
    84.9%GPT-5.5 · Apr 2026
    Strong
  • GDPval-AAby Artificial AnalysisProject level · GDPval-AA Elo
    1846 EloClaude Opus 5.5 (Adaptive Reasoning, Max Effort, Default Fallback) · 23 Sep 2026
    Unrated

Typical tasks

From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.

  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Select company that offers type of coverage requested by client to underwrite policy.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
Other job titles for this occupation (56)

Insurance Agent · Insurance Broker · Insurance Sales Agent · Sales Agent · Sales Associate · Sales Representative · Underwriting Sales Representative · Account Representative · Account Specialist · Auto Insurance Agent (Automotive Insurance Agent) · Bilingual Insurance Sales Agent · Bond Writer · Burial Agent · Commercial Lines Account Manager · Compensation Agent · Customer Relations Rep (Customer Relations Representative) · Cyber Insurance Policy Specialist · Debit Agent · District Agent · Enrollment Specialist · Estate Planner · Field Marketing Representative · Field Representative · Field Service Representative · Group Insurance Special Agent · Group Insurance Specialist · Health Insurance Agent · Health Insurance Sales Agent · Health Insurance Specialist · Inside Sales Representative · Insurance Agent Team Member · Insurance Producer · Insurance Representative · Insurance Sales Representative (Insurance Sales Rep) · Insurance Salesman · Insurance Salesperson · Insurance Solicitor · Insurance Special Agent · Insurance Specialist · Insurance Verification Specialist · Licensed Health Insurance Agent · Licensed Health Insurance Sales Agent · Licensed Insurance Agent · Licensed Life Insurance Agent · Licensed Medicare Insurance Agent · Life Insurance Agent · Life Insurance Producer · Life Insurance Sales Agent · Life Insurance Sales Representative (Life Insurance Sales Rep) · Life Insurance Salesperson · Network Contractor · Outside Sales Representative · Pension Agent · Sales Special Agent · Sales Specialist · Solicitor